From time-to-time you may wish to add a new code to one of the code tables in Influence. Typical examples of codes you may wish to add are:
- Business Type,
- Role Codes,
- Area Code,
- Client Status,
- Candidate Status,
- Client Importance,
- Candidate Enquiry Source, etc.
TABLE OF CONTENTS
How To Edit Code Tables/Add New Items
All of the drop-down lists (Code Tables) in the system can be edited in the following way.
Login as a suitable high-priority user (e.g. ADM)
Select Maintenance > Setup > Code Tables
Select the system area as C - Contact Management then choose the relevant code table.
e.g. Candidate Status [911]
Scroll to the bottom of the list, then type a new CODE, press then enter the description.
To hide any unwanted codes, simply edit the description to that it starts with e.g.
IMPD <HIDE> Imported
| Tip: You can tick the 'Extra Info [ ]' box to see additional settings which may affect these codes. e.g. LIVE has a synonym ID of 1.00, LIVT and MPC have "Use Synonym" set to 1.00 so that searching for LIVE will also bring up LIVT/MPC statuses. (i.e. They are synonymous with LIVE) |
Special Cases (Can be edited Directly from the Drop-down)
There are some code tables that you can edit directly from the Drop-down list, simply by choosing at the bottom of the list.
| NOTE: Only some users will have the ability to edit the codes directly from the drop-down, by scrolling to the bottom of the drop-down list and choosing <Edit>. If you cannot see this then you may want to have the option added to your UserID/Login, or login as the UserID "ADM" when making these changes. |
Common code tables which can be edited directly from the drop-down are:
| Candidate Status [911] | This is the Status drop-down you see at the bottom of candidate records. |
| Area Codes [001] | These can be seen on the [Requires] tab of a cnadidate and edited from there. Also seen on the 'Branch' record of a client. (again edited from there) |
| Role Codes [903] | These are the ROLES you can choose at the top right of a candidate and/or when adding a Vacancy or Booking to the system |
| Call types [019] | These are the Call Types seen when adding/logging phone calls and emails (Journals) |
| Client Enq. Source [912] | This is the drop-down on a client record indicating where they were originally sourced/found. |
| Bus. Type [901] | This is the business type codes seen at the top right of the Client Record. |
| Bus. Area [902] | This is the Business Area seen at the top right of the Client Record. |
| Cand. Enq. Src [913] | This is the Source for candidate CVs, indicating where the CV was originally obtained from, eg Jobsite, CV Library, etc. |
EXAMPLE
Below is an example showing the <Edit> option at the bottom of the drop-down list
To add additional choices to the list of 'Enquiry Sources' simply choose <Edit> and then add the new choices to the table. Other codes will work in a similar way.
Deleting Codes
If your login is suitably high-priority, then you will be able to delete (or hide) codes from these code-table drop-down menus.
Step 1:
Select Maintenance > Setup > Code Tables
Select the system area as C - Contact Management then choose the relevant code table.
e.g. Candidate Status [911]
Step 2:
It is usually better the HIDE an unwanted code rather than delete it, since this means if you make a mistake or remove a code that the system relies upon, you can easily put it back.
To HIDE a code simply amend the description to include at the beginning.
e.g.
LPC Least Placeable Candidate would become
LPC <HIDE>Least Placeable candidate.
To 'un-hide' a code simply remove the <HIDE> from the description.
If you really want to delete a code, then click the small Bin icon ?️ at the right-hand side.
| NOTE: There are some codes that are critical to the system - if you delete these then the next system update that is installed will replace these deleted codes. Hence why it is usually better to <HIDE> unwanted items rather than delete them |
Specific Code Table Settings
Certain code tables make use of the 'extra info' columns, and settings for some of the common tables are described below:
Candidate Status:
| Show in Name | Set to 1.00 If you want the code to show in the name, e.g. Sam Smith (LIVT) |
| Synonym ID | The ID for this code (they should all be unique numbers). |
| Use Synonym | Set this to the SynonymID of the code that this should be equivalent to. |
| Lock Down | if set to 1.00 it will require a password to change the status of a candidate once they have been set to this one. |
| Chg Dialogue | If set to 1.00 then setting a candidate to this status will pop-up a Journal Entry screen. |
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